Dimensional US Sus CORE1 ETFDFSUETF
13F holders, Q1 2025 (March 31)205holders +10
17new positions
8sold out
$35.81avg. 13F price*
At the end of Q1 2025, 205 institutions reported holding Dimensional US Sus CORE1 ETF (DFSU) in their 13F filings, up 10 from Q4 2024. 17 opened new positions and 8 sold out. The largest holders were Retirement Solution LLC ($195.7M), Awm Capital, LLC ($109.4M) and Quantum Financial Advisors, LLC ($81.7M).
- Company
- Dimensional US Sus CORE1 ETF
- CUSIP
- 25434V716
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 17 | $15.5M |
| Exits | 8 | $13.9M |
All 13F filers, Q4 2024 → Q1 2025: 2,388,413 shares bought and 863,023 shares sold, net +1,525,390 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 205 holders
| Retirement Solution LLC | 55.53% | Reduce -3.5% | 5,464,845 | $195.7M |
| Awm Capital, LLC | 12.76% | Add +4.0% | 3,054,238 | $109.4M |
| Quantum Financial Advisors, LLC | 12.17% | Add +0.4% | 2,280,462 | $81.7M |
| Focus Partners Wealth | 0.11% | Add +424.8% | 1,215,572 | $43.5M |
| Citrine Capital LLC | 22.27% | Add +15.3% | 993,844 | $35.6M |
| Abacus Wealth Partners, LLC | 5.24% | Add +0.1% | 972,205 | $34.8M |
| LongView Asset Management LLC | 20.33% | Add +5.7% | 661,609 | $23.7M |
| Adero Partners, LLC | 1.32% | Reduce -2.2% | 563,186 | $20.2M |
| Wealth Enhancement Advisory Services, LLC | 0.03% | Reduce -0.9% | 412,711 | $14.8M |
| Forum Financial Management, LP | 0.23% | Reduce -0.6% | 396,258 | $14.2M |
| Gibson Capital, LLC | 2.95% | Reduce -2.6% | 390,767 | $14.0M |
| Focus Partners Advisor Solutions, LLC | 0.21% | Add +10.5% | 390,419 | $14.0M |
| Pathstone Holdings, LLC | 0.06% | Add +0.1% | 350,932 | $12.8M |
| Willow Creek Wealth Management Inc. | 1.20% | Add +34.5% | 343,187 | $12.3M |
| Heritage Financial Services, LLC | 1.12% | Add +3.6% | 315,722 | $11.3M |
| New Capital Management LP | 3.23% | Reduce -7.5% | 313,949 | $11.2M |
| Wolfstich Capital, LLC | 8.99% | No change | 277,702 | $9.9M |
| Nwam LLC | 0.66% | Add +1.2% | 212,693 | $7.6M |
| Blue Oak Capital, LLC | 4.20% | Reduce -12.8% | 212,370 | $7.6M |
| OneDigital Investment Advisors LLC | 0.08% | Add +7.9% | 199,388 | $7.1M |
| Planning Center, Inc. | 0.83% | Add +4.8% | 195,628 | $7.0M |
| Apella Capital, LLC | 0.24% | Add +35.4% | 198,694 | $6.9M |
| Corient Private Wealth LP | 0.01% | Reduce -0.2% | 192,011 | $6.9M |
| SJS Investment Consulting Inc. | 1.16% | Add +8.2% | 190,766 | $6.8M |
| Cardinal Point Capital Management ULC | 0.61% | Add +3.8% | 183,930 | $6.6M |
| Quarry Hill Advisors, LLC | 4.05% | Add +4.7% | 173,981 | $6.2M |
| Strategic Investment Solutions, Inc. | 1.71% | Reduce -7.9% | 164,263 | $5.9M |
| Pure Financial Advisors, LLC | 0.11% | Add +8.4% | 150,634 | $5.4M |
| Momentous Wealth Management, Inc. | 3.79% | Add +2.8% | 149,380 | $5.3M |
| Wealth Architects, LLC | 0.56% | Add +4.7% | 141,417 | $5.1M |
| Brighton Jones LLC | 0.16% | Add +21.3% | 138,557 | $5.0M |
| Raymond James Financial Inc. | 0.00% | New | 132,389 | $4.7M |
| Waypoint Wealth Partners Inc. | 1.26% | Add +0.6% | 126,852 | $4.5M |
| Allodium Investment Consultants, LLC | 3.10% | Add +24.3% | 117,429 | $4.2M |
| Northland Capital Management LLC | 2.73% | Reduce -4.3% | 112,873 | $4.0M |
| Betterment LLC | 0.01% | Add +31.0% | 109,119 | $3.9M |
| RAM Investment Partners, LLC | 0.85% | Reduce -7.0% | 95,704 | $3.4M |
| Syverson Strege & Co | 1.06% | Add +6.7% | 92,308 | $3.3M |
| Wealth Management Strategies, Inc. | 2.17% | Add +144.4% | 90,477 | $3.2M |
| MB Generational Wealth, LLC | 2.28% | Reduce -0.9% | 85,234 | $3.1M |
| Asset Dedication, LLC | 0.24% | Add +8.5% | 84,280 | $3.0M |
| Simplicity Wealth,LLC | 0.23% | New | 83,566 | $3.0M |
| Five Oceans Advisors | 1.42% | Reduce -1.1% | 82,619 | $3.0M |
| Truepoint, Inc. | 0.08% | Add +15.1% | 80,417 | $2.9M |
| Commonwealth Equity Services, LLC | 0.00% | Add +3.1% | 78,661 | $2.8M |
| Addison Advisors LLC | 0.77% | Add +0.9% | 78,598 | $2.8M |
| Martin Worley Group | 1.60% | Add +51.3% | 78,118 | $2.8M |
| Rockbridge Investment Management, LCC | 0.33% | Reduce -0.8% | 76,727 | $2.7M |
| LPL Financial LLC | 0.00% | Add +38.9% | 75,395 | $2.7M |
| Chicago Partners Investment Group LLC | 0.09% | Reduce -1.6% | 73,354 | $2.6M |
| Sequoia Financial Advisors, LLC | 0.02% | New | 66,473 | $2.4M |
| Aspen Capital Management, LLC | 0.75% | — | 65,486 | $2.3M |
| NewEdge Advisors, LLC | 0.01% | Reduce -15.3% | 64,787 | $2.3M |
| BetterWealth, LLC | 0.60% | Reduce -23.3% | 59,559 | $2.1M |
| Foundation Wealth Management, LLC\PA | 1.01% | No change | 59,324 | $2.1M |
| Level Financial Advisors | 0.71% | Reduce -0.8% | 57,995 | $2.1M |
| Longview Financial Advisors LLC | 1.34% | Add +10.3% | 56,753 | $2.0M |
| Trellis Wealth Advisors LLC | 0.98% | Add +0.4% | 56,193 | $2.0M |
| TCI Wealth Advisors, Inc. | 0.15% | Add +2.8% | 51,395 | $1.8M |
| United Wealth Management, LLC | 0.57% | Add +1.2% | 51,107 | $1.8M |
| DiNuzzo Private Wealth, Inc. | 0.23% | Add +1.2% | 51,081 | $1.8M |
| Equita Financial Network, Inc. | 0.63% | Add +17.9% | 50,553 | $1.8M |
| Jentner Corp | 0.53% | Add +5.9% | 49,378 | $1.8M |
| Babb Wealth Advisors LLC | 1.33% | Reduce -23.7% | 46,413 | $1.7M |
| D.A. Davidson & Co. | 0.01% | Add +117.5% | 45,669 | $1.6M |
| Burton Enright Welch | 0.31% | Add +0.0% | 42,253 | $1.5M |
| Private Advisor Group, LLC | 0.01% | Add +1.2% | 42,093 | $1.5M |
| Compass Capital Corp. /Ma/ | 0.77% | Reduce -41.5% | 44,878 | $1.5M |
| Modera Wealth Management, LLC | 0.02% | Add +2.1% | 39,662 | $1.4M |
| Morling Financial Advisors, LLC | 0.48% | Add +35.5% | 38,707 | $1.4M |
| Savant Capital, LLC | 0.01% | Add +2.3% | 38,429 | $1.4M |
| Cambridge Financial Group, LLC | 0.57% | Add +16.3% | 37,418 | $1.3M |
| EnRich Financial Partners LLC | 0.45% | Reduce -4.2% | 37,062 | $1.3M |
| RW Investment Management LLC | 0.16% | Reduce -29.2% | 36,367 | $1.3M |
| Aerodigm Wealth, LLC | 0.73% | Reduce -21.4% | 36,355 | $1.3M |
| Wealth Advisors Northwest LLC | 0.82% | Add +11.3% | 36,191 | $1.3M |
| Cahill Financial Advisors Inc. | 0.17% | Add +17.4% | 33,968 | $1.2M |
| Mercer Global Advisors Inc. | 0.00% | Add +379.2% | 33,891 | $1.2M |
| Physician Wealth Advisors, Inc. | 0.20% | Reduce -1.5% | 33,157 | $1.2M |
| Farther Finance Advisors, LLC | 0.03% | Reduce -16.5% | 32,885 | $1.2M |
| Root Financial Partners, LLC | 0.12% | Add +106.6% | 32,203 | $1.2M |
| Shira Ridge Wealth Management | 0.56% | Reduce -3.1% | 31,383 | $1.1M |
| Wealthspire Advisors, LLC | 0.01% | No change | 30,618 | $1.1M |
| Vermillion Wealth Management, Inc. | 0.32% | Add +0.2% | 30,265 | $1.1M |
| Henrickson Nauta Wealth Advisors, Inc. | 0.44% | Add +110.7% | 31,901 | $1.1M |
| Monument Group Wealth Advisors, LLC | 0.72% | Add +0.7% | 29,114 | $1.0M |
| WPWealth LLP | 0.20% | Add +40.9% | 28,853 | $1.0M |
| North Ridge Wealth Advisors, Inc. | 0.68% | Reduce -0.4% | 28,316 | $1.0M |
| Stifel Financial Corp. | 0.00% | Add +35.1% | 28,207 | $1.0M |
| Schwarz Dygos Wheeler Investment Advisors LLC | 0.24% | Add +0.6% | 27,898 | $999K |
| Jane Street Group, LLC | 0.00% | Add +9.2% | 26,506 | $949K |
| Altiora Financial Group, LLC | 0.20% | No change | 26,000 | $931K |
| Tanager Wealth Management LLP | 0.12% | Add +2.8% | 25,791 | $924K |
| von Borstel & Associates, Inc. | 0.27% | Add +3.4% | 24,970 | $894K |
| Mills Wealth Advisors LLC | 0.47% | Add +0.9% | 24,770 | $887K |
| Hill Island Financial LLC | 0.26% | New | 24,486 | $877K |
| Rehmann Capital Advisory Group | 0.05% | Add +2.2% | 24,072 | $862K |
| Joel Adams & Associates, Inc. | 0.74% | Add +1.4% | 23,105 | $827K |
| Orion Capital Management LLC | 0.34% | Reduce -4.6% | 22,327 | $800K |
| Meritas Wealth Management, LLC | 0.45% | Add +69.3% | 21,599 | $773K |
"% of holder's portfolio" is DFSU's weight in each manager's 13F, not the share of Dimensional US Sus CORE1 ETF the manager owns.